Root Financial Partners’s Roundhill Ether Covered Call Strategy ETF YETH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$740 Hold
65
﹤0.01% 2723
2025
Q4
$1.14K Buy
+65
New +$1.33K ﹤0.01% 2080

Other funds holding YETH

Root Financial Partners's YETH Position: Q1 2026 in Review

Root Financial Partners held its Roundhill Ether Covered Call Strategy ETF (YETH) position steady in Q1 2026 at 65 shares worth $740. The position accounts for ﹤0.01% of the portfolio, ranked #2723.

Root Financial Partners first reported a position in YETH in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.14K in Q4 2025. 8 funds tracked by Wall St. Rank hold YETH as of Q1 2026.

  • Root Financial Partners held 65 shares of Roundhill Ether Covered Call Strategy ETF worth $740 as of Q1 2026.
  • Root Financial Partners left its Roundhill Ether Covered Call Strategy ETF share count unchanged in Q1 2026.
  • Roundhill Ether Covered Call Strategy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2723 holding.
  • Root Financial Partners first reported a position in Roundhill Ether Covered Call Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Roundhill Ether Covered Call Strategy ETF position peaked at $1.14K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Roundhill Ether Covered Call Strategy ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.